4/19/24 18:27 | 4/17/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S | -18,881 | 131.51 | 0 | -144 | -2 | 5,985 | I | | | | | | | | | | | | | | |
4/17/24 20:57 | 4/15/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Sullivan Kathleen Patricia | IL | O | Principa | M.d | 0 | 0.00 | 0 | 11 | 32 | 45 | D | | | | | | | | | | | | | | |
4/17/24 20:57 | 4/15/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Hurse Sandra | IL | O | CHRO | M.d | 0 | 0.00 | 0 | 9 | 59 | 25 | D | | | | | | | | | | | | | | |
4/17/24 20:56 | 4/15/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Bentley Pamela L | IL | O | CFO | M.d | 0 | 0.00 | 0 | 11 | 25 | 53 | D | | | | | | | | | | | | | | |
4/16/24 21:38 | 4/15/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Rosenthal Bennett | CA | DO | Co-Found | S | -6,486 | 129.72 | 0 | -50 | -4 | 1,105 | I | | | | | | | | | | | | | | |
4/16/24 21:37 | 4/15/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -33,101 | 130.03 | 0 | -255 | -4 | 6,128 | I | | | | | | | | | | | | | | |
4/12/24 20:54 | 4/10/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -57,377 | 133.62 | 0 | -429 | -6 | 6,383 | I | | | | | | | | | | | | | | |
4/9/24 20:06 | 4/8/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -51,833 | 133.97 | 0 | -387 | -5 | 6,812 | I | | | | | | | | | | | | | | |
4/5/24 20:16 | 4/3/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Kaplan David B | CA | DO | Co-Found | S | -5,311 | 132.04 | 0 | -40 | -3 | 1,180 | I | | | | | | | | | | | | | | |
4/5/24 20:16 | 4/3/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -53,129 | 132.95 | 0 | -400 | -5 | 7,199 | I | | | | | | | | | | | | | | |
4/5/24 20:15 | 4/3/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Rosenthal Bennett | CA | DO | Co-Found | S | -1,729 | 132.04 | 0 | -13 | -1 | 1,155 | I | | | | | | | | | | | | | | |
4/4/24 20:04 | 3/11/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Tiedemann Michael | NY | DO | CEO | M.d | 0 | 0.00 | 0 | 150 | 53 | 432 | D | | | | | | | | | | | | | | |
4/4/24 19:54 | 3/11/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Connell Brooke | NY | O | P,US Wea | M.d | 0 | 0.00 | 0 | 50 | 36 | 191 | D | | | | | | | | | | | | | | |
4/4/24 19:54 | 4/2/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Connell Brooke | NY | O | P,US Wea | S.d | -76 | 5.07 | 0 | -15 | -7 | 191 | D | | | | | | | | | | | | | | |
4/4/24 19:50 | 3/11/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Moran Kevin P. | NY | O | COO | M.d | 0 | 0.00 | 0 | 150 | 582 | 176 | D | | | | | | | | | | | | | | |
4/4/24 19:50 | 4/3/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Moran Kevin P. | NY | O | COO | S.d | -99 | 4.93 | 0 | -20 | -10 | 176 | D | | | | | | | | | | | | | | |
4/4/24 19:50 | 4/2/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Furlong Mark F | NY | D | | P | 136 | 5.43 | 0 | 25 | New | 25 | D | | | | | | | | | | | | | | |
4/4/24 19:49 | 3/11/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Smith Craig Lindsay | NY | DO | See rema | M.d | 0 | 0.00 | 0 | 75 | | 36 | D | | | | | | | | | | | | | | |
4/4/24 19:43 | 3/11/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Maliagros Spiros | NY | DO | P,Asset | M.d | 0 | 0.00 | 0 | 400 | 354 | 513 | D | | | | | | | | | | | | | | |
4/4/24 19:43 | 4/2/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Maliagros Spiros | NY | DO | P,Asset | S.dm | -52 | 5.08 | 0 | -10 | -2 | 513 | D | | | | | | | | | | | | | | |
4/4/24 16:15 | 4/2/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Ilwaddi Cayman Holdings | NY | T | | P.m | 203 | 5.07 | 0 | 40 | 0 | 17,933 | I | | | | | | | | | | | | | | |
4/3/24 18:21 | 4/1/24 | CRGY | Crescent Energy Co | E9 | Financ | InvAdv | Investment Advice | Kkr Group Partnership L.P. | NY | T | | S.d | -64,440 | 10.74 | 0 | -6,000 | -17 | 29,707 | I | | | | | | | | | | | | | | |
4/3/24 17:11 | 3/22/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Weingart Jack | TX | DO | CFO | M.d | 0 | 0.00 | 0 | 127 | 11 | 1,237 | D | | | | | | | | | | | | | | |
4/3/24 17:08 | 3/22/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Vazquez-Ubarri Anilu | TX | DO | COO | M.d | 0 | 0.00 | 0 | 85 | 26 | 408 | D | | | | | | | | | | | | | | |
4/3/24 17:03 | 3/22/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Sisitsky Todd Benjamin | TX | DO | P | M.d | 0 | 0.00 | 0 | 169 | 19 | 1,058 | D | | | | | | | | | | | | | | |
4/3/24 16:32 | 3/22/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Berenson Bradford | TX | O | GC | M.d | 0 | 0.00 | 0 | 85 | 46 | 270 | D | | | | | | | | | | | | | | |
4/2/24 20:54 | 4/1/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -11,054 | 130.58 | 0 | -85 | -1 | 7,599 | I | | | | | | | | | | | | | | |
4/2/24 20:52 | 4/1/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Kaplan David B | CA | DO | Co-Found | S.m | -11,070 | 130.57 | 0 | -85 | -6 | 1,220 | I | | | | | | | | | | | | | | |
4/2/24 20:51 | 4/1/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Rosenthal Bennett | CA | DO | Co-Found | S.m | -11,350 | 130.61 | 0 | -87 | -7 | 1,168 | I | | | | | | | | | | | | | | |
4/1/24 17:29 | 3/31/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Cornelli Francesca | IL | D | | M.d | 0 | 0.00 | 0 | 5 | 45 | 15 | D | | | | | | | | | | | | | | |
4/1/24 17:28 | 3/31/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Masters Blythe | IL | D | | M.d | 0 | 0.00 | 0 | 9 | 19 | 58 | D | | | | | | | | | | | | | | |
3/29/24 16:04 | 3/27/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Alvero Gumer | MN | O | P-INSURA | M.d | 522 | 123.37 | 0 | 4 | 111 | 8 | D | | | | | | | | | | | | | | |
3/29/24 16:04 | 3/27/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Alvero Gumer | MN | O | P-INSURA | S.d | -722 | 437.00 | 0 | -2 | -17 | 8 | D | | | | | | | | | | | | | | |
3/28/24 20:14 | 3/27/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -11,834 | 132.86 | 0 | -89 | -1 | 7,683 | I | | | | | | | | | | | | | | |
3/28/24 19:03 | 3/28/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Churchill Dwight D. | FL | D | | M.d | 787 | 86.65 | 0 | 9 | 59 | 24 | D | | | | | | | | | | | | | | |
3/28/24 18:23 | 3/27/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Jensen Richard J. | TX | O | EVP,Head | P | 459 | 8.35 | 0 | 55 | New | 55 | D | | | | | | | | | | | | | | |
3/28/24 16:50 | 3/26/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Brockman Dawn M. | MN | O | SVP,CONT | M.d | 59 | 128.76 | 0 | 0 | 48 | 1 | D | | | | | | | | | | | | | | |
3/28/24 16:50 | 3/26/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Brockman Dawn M. | MN | O | SVP,CONT | S.d | -97 | 434.13 | 0 | 0 | -14 | 1 | D | | | | | | | | | | | | | | |
3/27/24 16:17 | 3/25/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Cornelli Francesca | IL | D | | M.d | 0 | 0.00 | 0 | 10 | New | 10 | D | | | | | | | | | | | | | | |
3/27/24 15:49 | 3/25/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Feinglass Michael | TX | H | See Rema | S | -403 | 8.07 | 0 | -50 | -20 | 204 | D | | | | | | | | | | | | | | |
3/27/24 15:46 | 3/25/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | McCoy David M. | TX | H | See Rema | P | 81 | 8.12 | 0 | 10 | 14 | 80 | D | | | | | | | | | | | | | | |
3/26/24 20:14 | 3/25/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -5,717 | 133.95 | 0 | -43 | -1 | 7,772 | I | | | | | | | | | | | | | | |
3/26/24 20:09 | 3/25/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Arougheti Michael J | CA | DO | Co-Found | S | -601 | 134.01 | 0 | -4 | 0 | 1,375 | I | | | | | | | | | | | | | | |
3/22/24 21:23 | 3/20/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -12,396 | 135.74 | 0 | -91 | -1 | 7,815 | I | | | | | | | | | | | | | | |
3/22/24 21:22 | 3/20/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Rosenthal Bennett | CA | DO | Co-Found | S.m | -3,013 | 133.71 | 0 | -23 | -2 | 1,255 | I | | | | | | | | | | | | | | |
3/22/24 21:21 | 3/20/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Kaplan David B | CA | DO | Co-Found | S.m | -6,281 | 135.17 | 0 | -46 | -3 | 1,305 | I | | | | | | | | | | | | | | |
3/22/24 21:20 | 3/20/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Arougheti Michael J | CA | DO | Co-Found | S.m | -12,435 | 135.67 | 0 | -92 | -6 | 1,379 | I | | | | | | | | | | | | | | |
3/22/24 09:18 | 3/20/24 | AFL | Aflac Inc | DE | Financ | InvAdv | Investment Advice | Kenny Thomas J | GA | D | | S | -423 | 84.62 | 0 | -5 | -22 | 18 | D | | | | | | | | | | | | | | |
3/21/24 17:52 | 3/19/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Feinglass Michael | TX | H | See Rema | S.m | -602 | 8.17 | 0 | -74 | -22 | 254 | D | | | | | | | | | | | | | | |
3/21/24 17:11 | 3/19/24 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Black Leon D | NY | H | See rema | S | -49,818 | 110.71 | 0 | -450 | -1 | 42,605 | D | | | | | | | | | | | | | | |
3/19/24 21:53 | 3/15/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S.m | -10,315 | 131.84 | 0 | -78 | -1 | 7,906 | I | | | | | | | | | | | | | | |
3/19/24 21:51 | 3/15/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Rosenthal Bennett | CA | DO | Co-Found | S.dm | -10,213 | 131.84 | 0 | -77 | -6 | 1,278 | I | | | | | | | | | | | | | | |
3/19/24 21:50 | 3/15/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Kaplan David B | CA | DO | Co-Found | S.dm | -10,354 | 131.84 | 0 | -79 | -5 | 1,352 | I | | | | | | | | | | | | | | |
3/19/24 21:49 | 3/18/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Arougheti Michael J | CA | DO | Co-Found | S.m | -5,204 | 131.21 | 0 | -40 | -3 | 1,471 | I | | | | | | | | | | | | | | |
3/18/24 21:47 | 3/14/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Arougheti Michael J | CA | DO | Co-Found | S.dm | -15,109 | 132.80 | 0 | -114 | -7 | 1,511 | M | | | | | | | | | | | | | | |
3/15/24 11:57 | 3/9/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | McCoy David M. | TX | H | See Rema | M.d | 0 | 0.00 | 0 | 43 | 164 | 70 | D | | | | | | | | | | | | | | |
3/14/24 17:21 | 3/12/24 | CNS | Cohen & Steers, Inc. | DE | Financ | InvAdv | Investment Advice | Villani Edmond D | NY | D | | S | -292 | 72.99 | 0 | -4 | -9 | 38 | M | | | | | | | | | | | | | | |
3/14/24 17:04 | 3/12/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S | -2,651 | 307.73 | 0 | -9 | 0 | 15,670 | D | | | | | | | | | | | | | | |
3/14/24 16:30 | 3/13/24 | SAMG | Silvercrest Asset Management Group Inc. | DE | Financ | InvAdv | Investment Advice | Gray John Allen | NY | O | MD | P | 50 | 15.84 | 0 | 3 | 17 | 21 | D | | | | | | | | | | | | | | |
3/14/24 10:18 | 3/12/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Abell Alexander I. | TX | H | See Rema | S | -253 | 8.27 | 0 | -31 | -7 | 400 | D | | | | | | | | | | | | | | |
3/13/24 17:32 | 3/11/24 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Orszag Peter Richard | NY | DO | CEO | M.d | 0 | 0.00 | 0 | 78 | 328 | 102 | D | | | | | | | | | | | | | | |
3/13/24 17:30 | 3/11/24 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Jacobs Kenneth M | NY | D | | M.d | 0 | 0.00 | 0 | 321 | 18 | 2,144 | D | | | | | | | | | | | | | | |
3/13/24 17:27 | 3/11/24 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Russo Evan L | NY | O | CEO of A | M.d | 0 | 0.00 | 0 | 169 | 286 | 227 | D | | | | | | | | | | | | | | |
3/13/24 17:27 | 3/13/24 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Russo Evan L | NY | O | CEO of A | S.d | -2,951 | 39.35 | 0 | -75 | -25 | 227 | D | | | | | | | | | | | | | | |
3/12/24 21:57 | 3/9/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Blatherwick Nell M. | TX | H | See Rema | M.d | 0 | 0.00 | 0 | 142 | 49 | 430 | D | | | | | | | | | | | | | | |
3/12/24 21:57 | 3/5/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Blatherwick Nell M. | TX | H | See Rema | P.d | 100 | 7.98 | 0 | 13 | 3 | 430 | D | | | | | | | | | | | | | | |
3/12/24 21:55 | 3/9/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Coussens Amanda N. | TX | O | See rema | M.d | 0 | 0.00 | 0 | 12 | 358 | 16 | D | | | | | | | | | | | | | | |
3/12/24 21:42 | 3/9/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Hood Mark C | TX | O | See rema | M.d | 0 | 0.00 | 0 | 9 | 13 | 79 | D | | | | | | | | | | | | | | |
3/12/24 21:42 | 3/9/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Poston Edwin A. | TX | DH | See Rema | M.d | 0 | 0.00 | 0 | 86 | | 54 | D | | | | | | | | | | | | | | |
3/12/24 17:18 | 3/8/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S.m | -1,853 | 310.34 | 0 | -6 | 0 | 15,678 | D | | | | | | | | | | | | | | |
3/12/24 17:16 | 3/11/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Kaplan Steven N | IL | D | | S | -384 | 306.81 | 0 | -1 | -3 | 44 | D | | | | | | | | | | | | | | |
3/11/24 19:34 | 3/7/24 | PX | P10, Inc. | DE | Financ | InvAdv | Investment Advice | Feinglass Michael | TX | H | See Rema | S.m | -891 | 8.10 | 0 | -110 | -25 | 328 | D | | | | | | | | | | | | | | |
3/11/24 17:32 | 3/11/24 | CRGY | Crescent Energy Co | E9 | Financ | InvAdv | Investment Advice | Kkr Group Partnership L.P. | NY | T | | S.d | -136,206 | 9.87 | 0 | -13,800 | -28 | 35,707 | I | | | | | | | | | | | | | | |
3/11/24 17:29 | 3/7/24 | HLNE | Hamilton Lane Inc | DE | Financ | InvAdv | Investment Advice | Oakville Number 2 Trust | PA | T | | S.d | -5,940 | 108.00 | 0 | -55 | -10 | 480 | D | | | | | | | | | | | | | | |
3/8/24 16:48 | 3/6/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S.m | -5,746 | 310.33 | 0 | -19 | 0 | 15,684 | D | | | | | | | | | | | | | | |
3/8/24 16:36 | 3/6/24 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Lockridge Matthew | TX | O | Head,U.S | S | -168 | 12.01 | 0 | -14 | -20 | 56 | D | | | | | | | | | | | | | | |
3/8/24 16:30 | 3/6/24 | APP | Applovin Corp | E9 | Financ | InvAdv | Investment Advice | Kkr Group Partnership L.P. | NY | T | | S.d | -1,081,924 | 54.46 | 0 | -19,866 | -99 | 167 | I | | | | | | | | | | | | | | |
3/8/24 16:18 | 3/7/24 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Ressler Antony P | CA | DOT | Co-Found | S | -390,900 | 130.30 | 0 | -3,000 | -27 | 7,985 | I | | | | | | | | | | | | | | |
3/7/24 17:46 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Horgen Jay C. | FL | DO | P,CEO | M.d | 0 | 0.00 | 0 | 13 | 4 | 339 | D | | | | | | | | | | | | | | |
3/7/24 17:44 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Jamal Rizwan M | FL | O | Head of | M.d | 0 | 0.00 | 0 | 7 | 9 | 82 | D | | | | | | | | | | | | | | |
3/7/24 17:41 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Wojcik Thomas M | FL | O | CFO | M.d | 0 | 0.00 | 0 | 6 | 11 | 57 | D | | | | | | | | | | | | | | |
3/7/24 17:39 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Ryan David Christopher | FL | D | | M.d | 0 | 0.00 | 0 | 0 | 44 | 1 | D | | | | | | | | | | | | | | |
3/7/24 17:37 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Palandjian Tracy P. | FL | D | | M.d | 0 | 0.00 | 0 | 1 | 5 | 12 | D | | | | | | | | | | | | | | |
3/7/24 17:36 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Matos Rodriguez Felix V. | FL | D | | M.d | 0 | 0.00 | 0 | 1 | 45 | 2 | D | | | | | | | | | | | | | | |
3/7/24 17:34 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Jeffery Reuben III | FL | D | | M.d | 0 | 0.00 | 0 | 1 | 2 | 33 | D | | | | | | | | | | | | | | |
3/7/24 17:33 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Churchill Dwight D. | FL | D | | M.d | 0 | 0.00 | 0 | 1 | 4 | 20 | D | | | | | | | | | | | | | | |
3/7/24 17:31 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Alvingham Karen L. | FL | D | | M.d | 0 | 0.00 | 0 | 1 | 14 | 4 | D | | | | | | | | | | | | | | |
3/7/24 17:31 | 3/6/24 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Hughes Brennan A. | X0 | O | CHIEF AC | S | -58 | 32.27 | 0 | -2 | -26 | 5 | D | | | | | | | | | | | | | | |
3/7/24 17:29 | 3/5/24 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Atkinson Tracy A | FL | D | | M.d | 0 | 0.00 | 0 | 1 | 16 | 4 | D | | | | | | | | | | | | | | |
3/7/24 16:49 | 3/6/24 | VRTS | Virtus Investment Partners, Inc. | DE | Financ | InvAdv | Investment Advice | Zarrilli Stephen T | CT | D | | S | -534 | 248.40 | 0 | -2 | -38 | 4 | D | | | | | | | | | | | | | | |
3/7/24 16:48 | 3/5/24 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Germain Peter J | PA | O | EVP,CLO, | S | -192 | 36.14 | 0 | -5 | -2 | 213 | D | | | | | | | | | | | | | | |
3/7/24 16:46 | 3/5/24 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Van Meter Stephen | PA | O | VP,Chief | S | -16 | 36.08 | 0 | 0 | -1 | 33 | D | | | | | | | | | | | | | | |
3/7/24 16:10 | 3/5/24 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Uhlman Paul A | PA | O | VP | S | -500 | 36.20 | 0 | -14 | -4 | 301 | D | | | | | | | | | | | | | | |
3/7/24 16:08 | 3/5/24 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Nusseibeh Saker Anwar | PA | O | CEO,Herm | S | -300 | 36.15 | 0 | -8 | -4 | 191 | D | | | | | | | | | | | | | | |
3/7/24 16:05 | 3/5/24 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Novak Richard A | PA | O | Principa | S | -33 | 36.07 | 0 | -1 | -2 | 52 | D | | | | | | | | | | | | | | |
3/6/24 18:08 | 3/4/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S.m | -6,549 | 303.51 | 0 | -22 | 0 | 15,703 | D | | | | | | | | | | | | | | |
3/5/24 18:34 | 3/3/24 | BMBL | Bumble Inc. | DE | Financ | InvAdv | Investment Advice | Bx Buzz Ml-1 Gp LLC | NY | T | | S.d | -27,845 | 11.10 | 0 | -2,509 | -99 | 13 | I | | | | | | | | | | | | | | |
3/5/24 17:11 | 3/1/24 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Kleinman Scott | NY | DO | Co-P (Se | S | -22,949 | 110.55 | 0 | -208 | -2 | 8,224 | M | | | | | | | | | | | | | | |
3/5/24 17:10 | 3/4/24 | AMK | Assetmark Financial Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | Kim Michael | CA | DO | CEO,P | S | -416 | 35.18 | 0 | -12 | -3 | 408 | D | | | | | | | | | | | | | | |
3/5/24 17:05 | 3/1/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Sullivan Kathleen Patricia | IL | O | Principa | M.d | 0 | 0.00 | 0 | 25 | 68 | 62 | D | | | | | | | | | | | | | | |
3/5/24 17:04 | 3/1/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Hurse Sandra | IL | O | CHRO | M.d | 0 | 0.00 | 0 | 76 | 999% | 76 | D | | | | | | | | | | | | | | |
3/5/24 17:03 | 3/1/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Bentley Pamela L | IL | O | CFO | M.d | 0 | 0.00 | 0 | 85 | 302 | 113 | D | | | | | | | | | | | | | | |
3/5/24 17:02 | 3/1/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Levin Jonathan Reisin | IL | DO | P | M.d | 0 | 0.00 | 0 | 9 | 2 | 422 | D | | | | | | | | | | | | | | |
3/5/24 17:01 | 3/1/24 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Pollock Frederick | IL | O | Chief In | M.d | 0 | 0.00 | 0 | 9 | 2 | 542 | D | | | | | | | | | | | | | | |
3/5/24 16:06 | 3/1/24 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Soto Alexandra | NY | O | COO | M.d | 0 | 0.00 | 0 | 76 | 117 | 141 | D | | | | | | | | | | | | | | |
3/4/24 17:20 | 2/29/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S.m | -3,111 | 298.49 | 0 | -10 | 0 | 15,724 | D | | | | | | | | | | | | | | |
3/4/24 17:17 | 3/1/24 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Fogo Georgina | X0 | O | CHIEF RI | S | -94 | 31.07 | 0 | -3 | -2 | 124 | D | | | | | | | | | | | | | | |
3/4/24 17:17 | 3/1/24 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Lee Ji-Yeun | NY | O | Managing | S.d | -1,046 | 104.58 | 0 | -10 | -11 | 81 | D | | | | | | | | | | | | | | |
3/4/24 17:17 | 3/1/24 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Lee Ji-Yeun | NY | O | Managing | M.d | 0 | 0.00 | 0 | 8 | 11 | 81 | D | | | | | | | | | | | | | | |
3/4/24 17:17 | 2/29/24 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Meates Helen T | NY | O | CFO | S.dm | -1,886 | 105.18 | 0 | -18 | -26 | 51 | D | | | | | | | | | | | | | | |
3/4/24 17:17 | 3/1/24 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Meates Helen T | NY | O | CFO | M.d | 0 | 0.00 | 0 | 7 | 15 | 51 | D | | | | | | | | | | | | | | |
3/4/24 17:17 | 3/1/24 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Thompson Roger Mj | X0 | O | CFO | S | -87 | 31.07 | 0 | -3 | -2 | 145 | D | | | | | | | | | | | | | | |
3/1/24 19:09 | 3/1/24 | HLI | Houlihan Lokey, Inc. | | Financ | InvAdv | Investment Advice | Crain Christopher M | CA | O | GC | S.d | -129 | 128.94 | 0 | -1 | -100 | 0 | D | | | | | | | | | | | | | | |
3/1/24 17:59 | 2/29/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Moelis Kenneth | NY | DO | CB,CEO | S.m | -4,275 | 54.11 | 0 | -79 | -49 | 82 | D | | | | | | | | | | | | | | |
3/1/24 17:58 | 2/29/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Mahmoodzadegan Navid | NY | O | Co-P,MD | S.m | -3,797 | 54.05 | 0 | -70 | -61 | 45 | D | | | | | | | | | | | | | | |
3/1/24 17:56 | 2/29/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Simon Joseph | NY | O | CFO | S | -464 | 54.13 | 0 | -9 | -100 | 0 | D | | | | | | | | | | | | | | |
3/1/24 17:54 | 2/29/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Raich Jeffrey | NY | O | Co-P,MD | S | -2,425 | 54.23 | 0 | -45 | -100 | 0 | D | | | | | | | | | | | | | | |
3/1/24 17:15 | 3/1/24 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Cornwell Kievdi Don | NY | D | | M.d | 0 | 0.00 | 0 | 5 | 40 | 18 | D | | | | | | | | | | | | | | |
3/1/24 17:14 | 2/28/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Messemer Deborah M. | TX | D | | S | -281 | 43.97 | 0 | -6 | -26 | 18 | D | | | | | | | | | | | | | | |
3/1/24 17:11 | 2/28/24 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Fogo Georgina | X0 | O | CHIEF RI | S | -683 | 30.93 | 0 | -22 | -15 | 127 | D | | | | | | | | | | | | | | |
3/1/24 17:09 | 2/28/24 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Thompson Roger Mj | X0 | O | CFO | S | -948 | 30.93 | 0 | -31 | -17 | 148 | D | | | | | | | | | | | | | | |
3/1/24 17:08 | 2/28/24 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Lowry James R | X0 | O | GLOBAL C | S | -302 | 30.93 | 0 | -10 | -17 | 47 | D | | | | | | | | | | | | | | |
3/1/24 16:47 | 2/28/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Truscott William F | MN | O | CEO,Glob | S | -3,296 | 412.05 | 0 | -8 | -26 | 23 | I | | | | | | | | | | | | | | |
3/1/24 08:27 | 2/28/24 | IVZ | Invesco Ltd. | D0 | Financ | InvAdv | Investment Advice | Lo Andrew Tak Shing | GA | O | Senior M | M.d | 0 | 0.00 | 0 | 121 | 25 | 610 | D | | | | | | | | | | | | | | |
2/29/24 19:23 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Vazquez-Ubarri Anilu | TX | DO | COO | M.d | 0 | 0.00 | 0 | 102 | 44 | 334 | D | | | | | | | | | | | | | | |
2/29/24 19:23 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Vazquez-Ubarri Anilu | TX | DO | COO | S.d | -4,245 | 41.64 | 0 | -102 | -23 | 334 | D | | | | | | | | | | | | | | |
2/29/24 19:01 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Winkelried Jon | TX | DO | CEO | M.d | 0 | 0.00 | 0 | 1,000 | 43 | 3,326 | M | | | | | | | | | | | | | | |
2/29/24 19:01 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Winkelried Jon | TX | DO | CEO | S.d | -43,757 | 41.64 | 0 | -1,051 | -24 | 3,326 | M | | | | | | | | | | | | | | |
2/29/24 18:57 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Weingart Jack | TX | DO | CFO | M.d | 0 | 0.00 | 0 | 308 | 38 | 1,126 | I | | | | | | | | | | | | | | |
2/29/24 18:57 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Weingart Jack | TX | DO | CFO | S.d | -12,845 | 41.64 | 0 | -308 | -22 | 1,126 | I | | | | | | | | | | | | | | |
2/29/24 18:45 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Trujillo David | TX | D | | M.d | 0 | 0.00 | 0 | 398 | | 183 | D | | | | | | | | | | | | | | |
2/29/24 18:45 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Trujillo David | TX | D | | S.d | -16,552 | 41.64 | 0 | -398 | -69 | 183 | D | | | | | | | | | | | | | | |
2/29/24 18:43 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Sisitsky Todd Benjamin | TX | DO | P | M.d | 0 | 0.00 | 0 | 660 | 264 | 910 | M | | | | | | | | | | | | | | |
2/29/24 18:43 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Sisitsky Todd Benjamin | TX | DO | P | S.d | -29,688 | 41.64 | 0 | -713 | -44 | 910 | M | | | | | | | | | | | | | | |
2/29/24 18:41 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Sarvananthan Ganendran | TX | D | | M.d | 0 | 0.00 | 0 | 163 | 13 | 1,409 | D | | | | | | | | | | | | | | |
2/29/24 18:41 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Sarvananthan Ganendran | TX | D | | S.d | -7,191 | 41.64 | 0 | -173 | -11 | 1,409 | D | | | | | | | | | | | | | | |
2/29/24 18:38 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Rhodes Jeffrey K. | TX | D | | M.d | 0 | 0.00 | 0 | 409 | | 241 | I | | | | | | | | | | | | | | |
2/29/24 18:38 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Rhodes Jeffrey K. | TX | D | | S.d | -17,017 | 41.64 | 0 | -409 | -63 | 241 | I | | | | | | | | | | | | | | |
2/29/24 18:36 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Raj Nehal | TX | D | | M.d | 0 | 0.00 | 0 | 251 | 10 | 2,747 | I | | | | | | | | | | | | | | |
2/29/24 18:36 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Raj Nehal | TX | D | | S.d | -10,446 | 41.64 | 0 | -251 | -8 | 2,747 | I | | | | | | | | | | | | | | |
2/29/24 18:33 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Harris Joann | TX | O | Chief Co | M.d | 0 | 0.00 | 0 | 24 | | 23 | M | | | | | | | | | | | | | | |
2/29/24 18:33 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Harris Joann | TX | O | Chief Co | S.d | -1,061 | 41.64 | 0 | -25 | -53 | 23 | M | | | | | | | | | | | | | | |
2/29/24 18:29 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Davis Kelvin L. | TX | D | | M.d | 0 | 0.00 | 0 | 822 | 951 | 908 | I | | | | | | | | | | | | | | |
2/29/24 18:29 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Davis Kelvin L. | TX | D | | S.d | -34,229 | 41.64 | 0 | -822 | -48 | 908 | I | | | | | | | | | | | | | | |
2/29/24 18:26 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Davidson Martin | TX | O | Chief Ac | M.d | 0 | 0.00 | 0 | 39 | | 31 | D | | | | | | | | | | | | | | |
2/29/24 18:26 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Davidson Martin | TX | O | Chief Ac | S.d | -1,637 | 41.64 | 0 | -39 | -56 | 31 | D | | | | | | | | | | | | | | |
2/29/24 18:24 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Coulter James G | TX | DOT | Exec CB | M.d | 0 | 0.00 | 0 | 1,250 | 70 | 3,047 | M | | | | | | | | | | | | | | |
2/29/24 18:24 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Coulter James G | TX | DOT | Exec CB | S.d | -56,285 | 41.64 | 0 | -1,352 | -31 | 3,047 | M | | | | | | | | | | | | | | |
2/29/24 18:22 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Coslet Jonathan J | TX | D | | M.d | 0 | 0.00 | 0 | 1,000 | | 554 | I | | | | | | | | | | | | | | |
2/29/24 18:22 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Coslet Jonathan J | TX | D | | S.d | -41,640 | 41.64 | 0 | -1,000 | -64 | 554 | I | | | | | | | | | | | | | | |
2/29/24 18:20 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Chorengel Maya | TX | D | | M.d | 0 | 0.00 | 0 | 69 | | 57 | D | | | | | | | | | | | | | | |
2/29/24 18:20 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Chorengel Maya | TX | D | | S.d | -3,114 | 41.64 | 0 | -75 | -57 | 57 | D | | | | | | | | | | | | | | |
2/29/24 18:18 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Bonderman David | TX | DT | | M.d | 0 | 0.00 | 0 | 1,500 | | 38 | M | | | | | | | | | | | | | | |
2/29/24 18:18 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Bonderman David | TX | DT | | S.d | -66,695 | 41.64 | 0 | -1,602 | -98 | 38 | M | | | | | | | | | | | | | | |
2/29/24 18:15 | 2/27/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Berenson Bradford | TX | O | GC | M.d | 0 | 0.00 | 0 | 91 | 86 | 196 | D | | | | | | | | | | | | | | |
2/29/24 18:15 | 2/29/24 | TPG | Tpg Inc. | DE | Financ | InvAdv | Investment Advice | Berenson Bradford | TX | O | GC | S.d | -3,785 | 41.64 | 0 | -91 | -32 | 196 | D | | | | | | | | | | | | | | |
2/29/24 17:01 | 2/27/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S.m | -6,201 | 295.85 | 0 | -21 | 0 | 15,735 | D | | | | | | | | | | | | | | |
2/28/24 16:38 | 2/26/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Smyth Gerard P. | MN | O | EVP Tech | M.d | 1,011 | 152.43 | 0 | 7 | | 4 | D | | | | | | | | | | | | | | |
2/28/24 16:38 | 2/26/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Smyth Gerard P. | MN | O | EVP Tech | S.d | -1,811 | 407.92 | 0 | -4 | -54 | 4 | D | | | | | | | | | | | | | | |
2/27/24 19:21 | 2/23/24 | STEP | Stepstone Group Inc. | | Financ | InvAdv | Investment Advice | Keck Thomas | NY | DH | See Rema | S.m | -2,025 | 35.47 | 0 | -57 | -1 | 4,456 | I | | | | | | | | | | | | | | |
2/27/24 17:20 | 2/23/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S.m | -5,623 | 298.34 | 0 | -19 | 0 | 15,756 | D | | | | | | | | | | | | | | |
2/26/24 19:20 | 2/22/24 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Black Leon D | NY | H | See rema | S.m | -172,838 | 111.51 | 0 | -1,550 | -3 | 43,055 | D | | | | | | | | | | | | | | |
2/26/24 19:10 | 2/23/24 | CNS | Cohen & Steers, Inc. | DE | Financ | InvAdv | Investment Advice | Simon Richard P | NY | D | | S.m | -718 | 71.78 | 0 | -10 | -31 | 22 | D | | | | | | | | | | | | | | |
2/26/24 18:51 | 2/22/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Alvero Gumer | MN | O | P-INSURA | S | -154 | 400.98 | 0 | 0 | -5 | 8 | D | | | | | | | | | | | | | | |
2/26/24 18:50 | 2/22/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Cracchiolo James M | MN | DO | CB,CEO | S.m | -8,897 | 404.40 | 0 | -22 | -12 | 161 | D | | | | | | | | | | | | | | |
2/26/24 17:15 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Weeber Robert | NY | O | P,Intl. | M.d | 0 | 0.00 | 0 | 36 | 8 | 467 | D | | | | | | | | | | | | | | |
2/26/24 17:13 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Curtin Nancy Ann | NY | DO | Chief In | M.d | 0 | 0.00 | 0 | 38 | | 21 | D | | | | | | | | | | | | | | |
2/23/24 20:06 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Mahmoodzadegan Navid | NY | O | Co-P,MD | M.d | 0 | 0.00 | 0 | 178 | | 115 | D | | | | | | | | | | | | | | |
2/23/24 20:06 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Mahmoodzadegan Navid | NY | O | Co-P,MD | S.dm | -5,090 | 52.85 | 0 | -96 | -46 | 115 | D | | | | | | | | | | | | | | |
2/23/24 20:04 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Simon Joseph | NY | O | CFO | M.d | 0 | 0.00 | 0 | 17 | | 9 | D | | | | | | | | | | | | | | |
2/23/24 20:04 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Simon Joseph | NY | O | CFO | S.d | -429 | 52.60 | 0 | -8 | -49 | 9 | D | | | | | | | | | | | | | | |
2/23/24 20:03 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Raich Jeffrey | NY | O | Co-P,MD | M.d | 0 | 0.00 | 0 | 85 | | 45 | D | | | | | | | | | | | | | | |
2/23/24 20:03 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Raich Jeffrey | NY | O | Co-P,MD | S.dm | -4,555 | 53.67 | 0 | -85 | -65 | 45 | D | | | | | | | | | | | | | | |
2/23/24 19:59 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Callesano Christopher | NY | O | Principa | M.d | 0 | 0.00 | 0 | 2 | | 1 | D | | | | | | | | | | | | | | |
2/23/24 19:59 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Callesano Christopher | NY | O | Principa | S.d | -60 | 52.60 | 0 | -1 | -56 | 1 | D | | | | | | | | | | | | | | |
2/23/24 19:52 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Moelis Kenneth | NY | DO | CB,CEO | M.dm | 0 | 0.00 | 0 | 285 | | 161 | D | | | | | | | | | | | | | | |
2/23/24 19:52 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Moelis Kenneth | NY | DO | CB,CEO | S.dm | -6,769 | 52.61 | 0 | -129 | -44 | 161 | D | | | | | | | | | | | | | | |
2/23/24 19:50 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Cantor Eric | NY | DO | Vice CB, | M.d | 0 | 0.00 | 0 | 41 | 26 | 196 | D | | | | | | | | | | | | | | |
2/23/24 19:50 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Cantor Eric | NY | DO | Vice CB, | S.d | -939 | 52.60 | 0 | -18 | -8 | 196 | D | | | | | | | | | | | | | | |
2/23/24 19:35 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Watanabe Osamu R. | NY | O | GC,Secre | M.d | 0 | 0.00 | 0 | 14 | | 0 | D | | | | | | | | | | | | | | |
2/23/24 19:35 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Watanabe Osamu R. | NY | O | GC,Secre | S.dm | -723 | 53.37 | 0 | -14 | -99 | 0 | D | | | | | | | | | | | | | | |
2/23/24 19:34 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Pilcher Ciafone Katherine | NY | O | COO | M.d | 0 | 0.00 | 0 | 8 | | 4 | D | | | | | | | | | | | | | | |
2/23/24 19:34 | 2/21/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Pilcher Ciafone Katherine | NY | O | COO | S.d | -252 | 52.60 | 0 | -5 | -57 | 4 | D | | | | | | | | | | | | | | |
2/23/24 16:41 | 2/21/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | S.m | -4,265 | 275.33 | 0 | -15 | 0 | 15,774 | D | | | | | | | | | | | | | | |
2/22/24 19:11 | 2/22/24 | STEP | Stepstone Group Inc. | | Financ | InvAdv | Investment Advice | Keathley Anthony | NY | O | Chief Ac | S | -17 | 35.70 | 0 | 0 | -13 | 3 | D | | | | | | | | | | | | | | |
2/22/24 19:05 | 2/21/24 | STEP | Stepstone Group Inc. | | Financ | InvAdv | Investment Advice | Keck Thomas | NY | DH | See Rema | S.m | -2,587 | 35.49 | 0 | -73 | -2 | 4,514 | I | | | | | | | | | | | | | | |
2/22/24 18:58 | 2/13/24 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Gathy Michael | NY | O | Chief Ac | M.ad | 0 | 0.00 | 0 | 1 | | 0 | D | | | | | | | | | | | | | | |
2/22/24 18:58 | 2/14/24 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Gathy Michael | NY | O | Chief Ac | S.adm | -15 | 37.95 | 0 | 0 | -100 | 0 | D | | | | | | | | | | | | | | |
2/21/24 20:23 | 2/16/24 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Cracchiolo James M | MN | DO | CB,CEO | S.m | -6,218 | 398.97 | 0 | -16 | -8 | 183 | D | | | | | | | | | | | | | | |
2/21/24 20:21 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Parmelee Reid | NY | O | Chief Ac | M.d | 0 | 0.00 | 0 | 13 | | 7 | D | | | | | | | | | | | | | | |
2/21/24 20:20 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Tiedemann Michael | NY | DO | CEO | M.d | 0 | 0.00 | 0 | 26 | 10 | 282 | D | | | | | | | | | | | | | | |
2/21/24 20:20 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Maliagros Spiros | NY | DO | P,Asset | M.d | 0 | 0.00 | 0 | 18 | 17 | 123 | D | | | | | | | | | | | | | | |
2/21/24 20:15 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Connell Brooke | NY | O | P,US Wea | M.d | 0 | 0.00 | 0 | 38 | 33 | 156 | D | | | | | | | | | | | | | | |
2/21/24 20:14 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Moran Kevin P. | NY | O | COO | M.d | 0 | 0.00 | 0 | 47 | | 46 | D | | | | | | | | | | | | | | |
2/21/24 20:13 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Yarad Stephen D. | NY | O | CFO | M.d | 0 | 0.00 | 0 | 40 | | 19 | D | | | | | | | | | | | | | | |
2/21/24 20:11 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Graham Colleen A | NY | O | Global G | M.d | 0 | 0.00 | 0 | 22 | | 11 | D | | | | | | | | | | | | | | |
2/21/24 20:07 | 2/15/24 | ALTI | Alti Global, Inc. | DE | Financ | InvAdv | Investment Advice | Smith Craig Lindsay | NY | DO | See rema | M.d | 0 | 0.00 | 0 | 26 | | 13 | D | | | | | | | | | | | | | | |
2/21/24 18:24 | 2/16/24 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Mahmoodzadegan Navid | NY | O | Co-P,MD | S.m | -3,645 | 55.26 | 0 | -66 | -66 | 34 | D | | | | | | | | | | | | | | |
2/21/24 17:05 | 2/21/24 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | Brown Reginald J | NY | D | | P | 302 | 125.63 | 0 | 2 | 16 | 17 | D | | | | | | | | | | | | | | |
2/21/24 16:57 | 2/20/24 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Chatterjee Whitney | NY | O | GC | S | -1,333 | 111.10 | 0 | -12 | -9 | 124 | D | | | | | | | | | | | | | | |